Alpha Capital
Gurgaon – www.alphacapital.in – 03/05/2022
Salary – 3 to 4 LPA
Job Title
Relationship Manager
Company Profile
- Alpha Capital is a boutique setup that serves the needs of high-net-worth and affluent individuals, families, businesses, Trusts and Charities. Providing disciplined, research-driven Family Office Services.
Job Profile & Responsibilities
- Dialogue with clients to understand their objectives and challenges.
- Analyze clients’ data and provide strategic recommendations to clients.
- Present value-proposition to clients.
- Portfolio Management of High Net Worth Clients.
- Analysis of financial products.
- Meeting clients and working with a team to deliver the best experience to clients.
Preferred Qualifications
-
1-4 years’ of client relationship experience.
-
CWM Certification.
Desired Candidate Profile
- Should have knowledge in Wealth Management
- Customer Relationship Management (CRM)
- Investment Advisory
- Financial Planning
- Mutual Funds
- Family Office
- Financial Advisory
- Portfolio Management
Additional Details
- The ideal candidate will be responsible for gaining a deep understanding of the clients’ financial objectives and challenges and creating strategic recommendations based on this understanding. You will do so by building a strong relationship with clients and analyzing clients’ data. Essentially, you will act as the main point of contact to clients for their wealth management and family office needs.
